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Define Plan Services

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Overview

 A service refers to any billable or non-billable component of a plan or non-subscription offering. Service types include:

  • Activation
  • Recurring
  • Recurring Arrears
  • Usage-based
  • Order-based
  • Cancelation
  • Minimum fee

There are generic services that are included by default in your Aria implementation. If you do not want these generic services to appear on your list of services, or when you create a plan, navigate to Configuration > Client Settings > Miscellaneous Settings > Show Generic Services and select False.

Note: You should not adjust this setting from True to False if there are plans with generic services assigned.

Defining Plan Services

Getting Here: Click Products > Plans > New

Adding Existing Services to a Plan

To add existing services to a plan:

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  1. Click on the Services tab after completing the Details, Plan Relationships, and Billing & invoicing sections of the Plan screen.

Note: If you plan on including a Cancellation or Minimum Service Fee on your Plan, you need to configure the "Apply Cancellation", and "Apply Minimum Charge" fields within the Billing & Invoicing tab.

The Plan Services screen displays. If no Services were previously selected, as in a new Plan setup, Aria displays the message "No services have been added to this plan".

  1. To add existing Services to a Plan, click on the "Select Existing Services" button or "add existing" link.

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A Services pop-up screen is displayed, and pagination is enabled if the number of Services exceeds 10. This screen is limited to 10 Services per view.

  1. Click on the page arrow keys to page through existing Services. Any previously selected Services will remain "selected" as you page forward or backward.
  2. Click on the Service Name arrow to sort Services alphabetically.
  3. Click on the Service Type up-down arrows to sort Services alphabetically by Service Type.
  4. Click on the up-down arrows within the Service Type search box. Then click on a specific Service Types' checkbox to display only Services having that service type. 

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  1. To search for a specific Service, or grouping of Services, click within the Service Name search text box, and enter a search string.

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  1. Click on the Select button at the top of the screen to associate all services displayed on the screen to the Plan.

Note: Using the Select button at the top of the screen will select only the services displayed on the screen. Use the pagination arrows at the top of screen to move forward or backward to display and select additional Services to associate to the Plan.

OR

  1. Select Services individually by clicking on each Services' associated checkbox.

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  1. Click on the Select button to add the Services to the Plan. The Plan Services screen re-displays with all Services that are currently associated with the Plan.
  2. Click on the "Select Existing Services" button to re-display the Services pop-up screen to add and/or remove Services from the Plan.

Note: Any previously selected Services as shown above will remain "checked" for inclusion on the Plan. 

Adding New Services to a Plan

  1. Click on the "Create New" button to create/add a new Service to this Plan.

Create Services Screen.jpg

The Create New Service screen displays.

  1. Refer to Create a Service for details on creating a new service.
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